EL
MS icon

EMFO LLC’s Morgan Stanley MS Stock Holding History

EMFO LLC’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$389K Buy
4,000
+1,000
+33% +$95.2K 0.35% 55
2024
Q1 		$282K Hold
3,000
– – 0.26% 79
2023
Q4 		$280K Buy
3,000
+1,000
+50% +$80K 0.26% 81
2023
Q3 		$163K Hold
2,000
– – 0.15% 98
2023
Q2 		$171K Hold
2,000
– – 0.16% 102
2023
Q1 		$176K Buy
+2,000
New +$187K 0.17% 92
2022
Q2 		– Sell
-3,250
Closed -$284K – 337
2022
Q1 		$284K Hold
3,250
– – 0.26% 77
2021
Q4 		$319K Hold
3,250
– – 0.28% 75
2021
Q3 		$316K Hold
3,250
– – 0.28% 71
2021
Q2 		$298K Buy
+3,250
New +$279K 0.26% 79

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EMFO LLC's MS Position: Q2 2024 in Review

EMFO LLC increased its Morgan Stanley (MS) stake by 33% in Q2 2024, buying an estimated $95.2K and bringing the position to 4,000 shares worth $389K. The position accounts for 0.35% of the portfolio, ranked #55.

EMFO LLC first reported a position in MS in Q2 2021 and has held it in 10 quarters since. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • EMFO LLC held 4,000 shares of Morgan Stanley worth $389K as of Q2 2024.
  • EMFO LLC bought 1,000 Morgan Stanley shares in Q2 2024, an estimated $95.2K.
  • Morgan Stanley made up 0.35% of EMFO LLC's portfolio in Q2 2024, its #55 holding.
  • EMFO LLC first reported a position in Morgan Stanley in Q2 2021 and has held it in 10 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.